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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,532 | $89,370-16.6% | $141,197-47.2% | $72,976+2.1% |
| Participation rate | 62.0% | 75.1%-13.1pp | 82.5%-20.5pp | 69.5%-7.5pp |
| Annual return | 26.85% | 111.88%-85.0pp | 71.41%-44.6pp | 81.02%-54.2pp |
| Employer contribution / active EE | $1,631 | $3,115-47.7% | $4,736-65.6% | $2,440-33.2% |
| Participant deferral / active EE | $4,964 | $5,419-8.4% | $6,710-26.0% | $3,608+37.6% |
| Admin fee / account holder | $7,139 | $5,957+19.8% | $10,265-30.5% | $5,124+39.3% |